13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0002111372
申報總市值
US$1.7億
US$1.7億
70 檔
19.1%
在 Q1 2026 申報期間，Granite Islands Private Wealth, LLC（CIK: 0002111372）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.7億，共持有 70 個公開申報部位。
Q1 2026 數據顯示 Granite Islands Private Wealth, LLC 積極進場，新開立 1 個部位並同步加碼 58 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, GOOGL）累計市值佔比達 19.1%，是驅動 Granite Islands Private Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 8.03% | -0.22% | +0.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.70% | +1.07% | +3.58% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.99% | -1.38% | +0.39% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.14% | -0.61% | +8.24% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.07% | -0.87% | -25.54% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | +0.27% | +10.43% | |
| 7 | NFLX | Netflix Inc | 股票-通訊服務 | 3.40% | -0.45% | +8.59% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.73% | -0.69% | +13.56% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.43% | -0.35% | +7.80% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.26% | -0.31% | +43.61% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.03% | -0.52% | +17.10% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.87% | -0.16% | +152.82% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | -0.27% | +10.59% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.77% | -1.31% | EXIT | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | -0.20% | +5.19% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.72% | -0.24% | +14.10% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | -0.19% | +8.56% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.64% | -0.02% | +3.04% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.54% | -0.83% | +1.80% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | -0.14% | +132.00% | |
| 21 | DE | Deere & Co | 股票-工業 | 1.40% | -0.21% | -7.76% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.35% | -0.19% | +21.27% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.32% | — | +20.64% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 1.30% | -0.34% | +29.09% | |
| 25 | OMC | Omnicom Group | 股票-通訊服務 | 1.30% | -0.18% | +25.91% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.93% | EXIT | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.30% | -0.28% | +5.89% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 1.29% | +0.06% | +3.58% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.28% | -0.38% | +17.79% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | -0.33% | -1.73% | |
| 31 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.27% | -0.28% | +43.99% | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 1.22% | -0.02% | +8.95% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.20% | +0.02% | +8.43% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.10% | — | +24.92% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 1.10% | +0.12% | +7.11% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.10% | -0.28% | +7.66% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 1.04% | -0.28% | +29.45% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.01% | — | — | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.93% | -0.28% | +3.22% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.92% | +0.31% | +66.11% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | — | +59.19% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | -0.10% | -21.20% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | -0.30% | +52.15% | |
| 44 | CEG | Constellation Energy | 股票-公用事業 | 0.77% | -0.53% | EXIT | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.75% | — | +166.70% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.69% | -0.19% | +23.38% | |
| 47 | APO | Apollo Global Management Inc | 股票-金融 | 0.67% | — | +0.92% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.63% | -0.22% | +122.40% | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.62% | +0.03% | +15.92% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.61% | -0.16% | +40.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +1.1% | +152.82% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +132.00% | 加碼 |
| 3 | BMY | Bristol-myers Squibb Co | +0.5% | +166.70% | 加碼 |
| 4 | PANW | Palo Alto Networks Inc | +0.5% | +43.61% | 加碼 |
| 5 | WMT | Walmart Inc | +0.4% | +7.80% | 加碼 |
| 6 | SO | Southern Co/the | +0.4% | +29.09% | 加碼 |
| 7 | CVX | Chevron CORP | +0.4% | +8.43% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.4% | +122.40% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.4% | +8.59% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.3% | +5.19% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.3% | -4.69% | 減碼 |
| 12 | IWL | Ishares Russell Top 200 ETF | +0.3% | +43.99% | 加碼 |
| 13 | PFE | Pfizer Inc | +0.3% | +24.92% | 加碼 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +66.11% | 加碼 |
| 15 | PG | Procter & Gamble Co/the | +0.2% | +21.27% | 加碼 |
| 16 | UPS | United Parcel Service-cl B | +0.2% | +29.45% | 加碼 |
| 17 | OMC | Omnicom Group | +0.2% | +25.91% | 加碼 |
| 18 | AMGN | Amgen Inc | +0.2% | +8.95% | 加碼 |
| 19 | VGIT | Vanguard Intermediate-term T | +0.2% | +40.92% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.2% | +52.15% | 加碼 |
| 21 | QCOM | Qualcomm Inc | +0.1% | +59.19% | 加碼 |
| 22 | DE | Deere & Co | +0.1% | -7.76% | 減碼 |
| 23 | HD | Home Depot Inc | +0.1% | +17.79% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +14.10% | 加碼 |
| 25 | VCIT | Vanguard Int-term Corporate | +0.1% | +23.38% | 加碼 |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | +5.89% | 加碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +7.66% | 加碼 |
| 28 | T | At&t Inc | +0.1% | +14.67% | 加碼 |
| 29 | GLD | Spdr Gold Shares | +0.1% | +20.26% | 加碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.56% | 加碼 |
| 31 | CVS | Cvs Health CORP | +0.1% | +42.13% | 加碼 |
| 32 | AVGO | Broadcom Inc | +0.1% | +13.56% | 加碼 |
| 33 | HUBB | Hubbell Inc | 0% | — | 不變 |
| 34 | C | Citigroup Inc | 0% | +14.15% | 加碼 |
| 35 | GE | General Electric | 0% | +29.70% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | 0% | +3.22% | 加碼 |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +5.62% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +10.59% | 加碼 |
| 39 | UBER | Uber Technologies Inc | 0% | +15.92% | 加碼 |
| 40 | AUID | Authid Inc | 0% | +11.90% | 加碼 |
| 41 | IJH | Ishares Core S&p Midcap ETF | — | -1.73% | 減碼 |
| 42 | IWR | Ishares Russell Mid-cap ETF | — | -2.09% | 減碼 |
| 43 | CGC | Canopy Growth CORP | — | — | 不變 |
| 44 | PLTR | Palantir Technologies Inc-a | — | +21.94% | 加碼 |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | -4.32% | 減碼 |
| 46 | BLK | Blackrock Inc | 0% | +6.97% | 加碼 |
| 47 | AXON | Axon Enterprise Inc | 0% | +28.38% | 加碼 |
| 48 | BAC | Bank Of America CORP | 0% | +3.47% | 加碼 |
| 49 | AMD | Advanced Micro Devices | -0.1% | +1.80% | 加碼 |
| 50 | CELH | Celsius Holdings Inc | -0.1% | +10.16% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Granite Islands Private Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 70 個公開持股部位。
在 Q1 2026 季度，Granite Islands Private Wealth, LLC 按市值排列的前三大核心持股分別為：NVDA (8.0%)、AAPL (7.7%)、GOOGL (6.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.0% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
ITA
市值: US$109.3萬
本季最大獲利了結 / 清倉標的
ADBE
前期市值: US$56.2萬
在 Q1 2026 季度中，Granite Islands Private Wealth, LLC 共進行了 80 項持倉異動，包含新建倉 1 個部位、加碼 58 個部位、減碼 9 個部位以及清倉 12 個部位。 其中最大新建倉標的為 ITA。 本季清倉部位包含 ADBE。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。